SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,016
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.61%
2 Healthcare 7.48%
3 Technology 7.31%
4 Consumer Staples 5.65%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$25K 0.02%
+1,331
377
$24.9K 0.02%
+508
378
$24.8K 0.02%
+564
379
$24.7K 0.02%
+106
380
$24.6K 0.02%
+310
381
$24.6K 0.02%
+163
382
$24.6K 0.02%
+505
383
$24.1K 0.02%
+929
384
$24K 0.02%
+852
385
$23.9K 0.02%
+1,102
386
$23.9K 0.02%
+486
387
$23.8K 0.02%
+3,472
388
$23.7K 0.02%
+707
389
$23.7K 0.02%
+285
390
$23.5K 0.02%
+873
391
$23.3K 0.02%
+1,264
392
$23.3K 0.02%
+664
393
$23.2K 0.02%
+479
394
$23.1K 0.02%
+386
395
$23.1K 0.02%
+553
396
$22.9K 0.02%
+79
397
$22.8K 0.02%
+1,128
398
$22.8K 0.02%
+806
399
$22.7K 0.02%
+226
400
$22.7K 0.02%
+334